SIAP
BITQ icon

Sterling Investment Advisors (Pennsylvania)’s Bitwise Crypto Industry Innovators ETF BITQ Stock Holding History

Sterling Investment Advisors (Pennsylvania)’s Portfolio BITQ Stock Details BITQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-110
Closed -$1K – 175
2022
Q2 		$1K Hold
110
– – ﹤0.01% 525
2022
Q1 		$4K Hold
110
– – ﹤0.01% 502
2021
Q4 		$4K Hold
110
– – ﹤0.01% 495
2021
Q3 		$5K Hold
110
– – ﹤0.01% 476
2021
Q2 		$4K Buy
+110
New +$2.49K ﹤0.01% 470

Other funds holding BITQ

CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
OCPWS
One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s BITQ Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Bitwise Crypto Industry Innovators ETF (BITQ) in Q3 2022, closing a stake of 110 shares — an estimated $1K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in BITQ in Q2 2021 and held it in 5 quarters. The position peaked at $5K in Q3 2021. 53 funds tracked by Wall St. Rank hold BITQ as of Q3 2022.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Bitwise Crypto Industry Innovators ETF position as of Q3 2022 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 110 Bitwise Crypto Industry Innovators ETF shares in Q3 2022, an estimated $1K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Bitwise Crypto Industry Innovators ETF in Q2 2021 and held it in 5 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s Bitwise Crypto Industry Innovators ETF position peaked at $5K in Q3 2021.
  • 53 funds tracked by Wall St. Rank held Bitwise Crypto Industry Innovators ETF as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.